A complete list of active advisors currently associated with Katz Family Financial Advisors, LLC

Warmer can help you find a great advisor at Katz Family Financial Advisors, LLC or one who fits your needs even better.

Katz Family Financial Advisors provides investment management and related consulting to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm serves both high‑net‑worth and non‑HNW individual clients and offers asset‑based portfolio management alongside limited financial planning and seminar services. The firm delivers advice through an initial client interview and ongoing non‑discretionary management, using fundamental analysis and proprietary screening rules that emphasize safety, quality, growth, and value to allocate among individual equities, fixed income, mutual funds, and ETFs. Katz sponsors and manages a wrap‑fee Program in which all clients currently participate, bundling advisory, brokerage and transaction services under the program structure. Noteworthy for a small adviser, Katz operates its own wrap program (an uncommon arrangement among peers) and also provides educational seminars or workshops to clients, a service relatively rare in this peer group. Operationally, the firm relies on a single custodian and executes each account’s trades separately rather than aggregating executions, and it provides regular reporting (including monthly inventory and quarterly statements) as part of its client communications.

To learn more about the advisors currently working at Katz Family Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.